Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$917,476
+$518,065 QoQ
Shares Held
4,389
+80.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,455
of 2,723 holders
Holding Since
Jun 2020
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Keebeck Wealth Management holds $7,675,638 across 9 Capital Markets names. MS ranks #4 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,019 | $2,041,956 | |
| 2 | IREN |
IREN Ltd
|
38,265 | $1,749,858 | |
| 3 | SCHW |
Schwab Charles Corp
|
12,015 | $1,108,624 | |
| 4 | MS |
Morgan Stanley
This page
|
4,389 | $917,476 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
9,000 | $563,670 | |
| 6 | WULF |
Terawulf Inc.
|
22,800 | $563,160 | |
| 7 | MRX |
Marex Group Ltd
|
5,000 | $304,750 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
2,693 | $234,398 |
All Filings in MS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $917,476 | 4,389 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $399,411 | 2,427 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $368,019 | 2,073 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $313,310 | 1,971 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $255,379 | 1,813 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $204,755 | 1,755 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $208,443 | 1,658 | Shares | Other | 2025-02-14 | |
| 2022-09-30 | $245,089 | 3,102 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $235,938 | 3,102 | Shares | Sole | 2022-08-15 | |
| 2020-06-30 | $51,198 | 1,060 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||